Filed March 8, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: APS INVESTMENT MANAGEMENT, INC. Service code 27 · EIN 46-4325794 1 HUNTINGTON QUADRANGLE, SUITE 2S04 · MELVILLE, NY 11747 | Advisory (Plan) | $30,689 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,601 | $86,929-28.0% | $102,423-38.9% | $80,856-22.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.17% | 18.88%-8.7pp | 29.32%-19.2pp | 35.59%-25.4pp |
| Employer contribution / active EE | $3,139 | $2,369+32.5% | $3,023+3.8% | $2,755+14.0% |
| Participant deferral / active EE | $4,576 | $4,118+11.1% | $5,053-9.4% | $4,296+6.5% |
| Admin fee / account holder | $267 | $8,049-96.7% | $9,451-97.2% | $6,918-96.1% |